About the CFA Institute Research Challenge

The CFA Institute Research Challenge offers students the unique opportunity to learn from leading industry experts and compete with their peers from the world’s top finance programs. This annual educational initiative promotes best practices in equity research among the next generation of analysts through hands-on mentoring and intensive training in company analysis and presentation skills.

The Research Challenge gathers students, investment industry professionals, publicly traded companies and corporate sponsors together locally, regionally and globally for a real-world competition.  Additionally, all participants are introduced to and held to the standard of the CFA Institute Code of Ethics and Standards of Professional Conduct.

CFA Society Perth is proud to host the local level of the CFA Institute Research Challenge.


Key Dates


View the official Rules

Past Research Challenge winning reports and presentations

Watch the Global Finals from 2018/19

Watch a student experience video from the three 2014 Global Finalists or the 2016 Wrap Up Video.

CFA Research Challenge Perth Society Kick-Off Presentation

CFA Society Perth Kick-off Recording


Honour Roll

Year Winning Team
2019/20 University of Western Australia
Team:Nicole Chung, Benjamin D’Souza, Ankit Rangan, Thomas Mcsharer
Mentor: Indika Rajakaruna
Faculty Advisor: Mahmoud Agha
University of Western Australia
Team: Maxim De Bosscher, Reagan d’Souza, Rachel Hobbs and Tapiwa Mangwana
Mentor: Andrew Foster
Faculty Advisor: Dr Jing Yu
2017/18    University of Western Australia
Team: Antoine Nguyen, Michael Assmann, Darren Gan, Erin Oliver, Andre Chinnery
Mentor: Ian Chu
Faculty Advisor: Professor Raymond da Silva Rosa
2016/17   Curtin University
Team: Alexander Williams, Levi Lin-Sullivan, Anthony Nguyen, Sam Jackman, Daniel Blackwell
Mentor: Andrew Foster
Faculty Advisor: Dr Mostafa Hasan
2015/16   Curtin University
Team: James O’Donnell, Damien Gullone, Terence Meere, Kristina Blazeski and Jake Gorman
Mentor: Andrew Foster
Faculty Advisor: Dr Lee Smales
2014/15   University of Western Australia
Team: Mathew Bunny, Joseph Mikhail, Zarjnt Spire, Henry Ryan and Brandon Haywood
Mentor: Robert Huth, CFA
Faculty Advisor: Professor Raymond da Silva Rosa


Participating Universities



About CFA Institute

CFA Institute is the global association of investment professionals whose mission is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Go to CFA Institute